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The Anchor

Placer.ai's Executive Industry Intelligence Report

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Dollar Tree: Knocked Down by K-Shaped Economy and Competition

Dollar stores continue to face headwinds from a softer economic environment and increased competition from mass merchants.

Thomas Paulson
Sep 6, 2024

Dollar General: End-of-Month Visits Show Macro Pressures Among Dollar Store Customers

Placer data continues to show slower end-of-month visit trends for dollar stores, indicating increased macroeconomic pressures.

Thomas Paulson
Sep 6, 2024

Dick’s Sporting Goods: Differentiated Merchandise and Unique Store Formats Driving Visits

We look at the reasons behind Dick's Sporting Goods continued visit share growth versus its rivals.

R.J. Hottovy
Sep 6, 2024

Sprouts: Success Through Focused Differentiation

By shrinking its store footprint, Sprouts has been better able to attract and retain health enthusiast customers.

Thomas Paulson
Sep 6, 2024

Kohl's + Babies"R"Us: Early Learnings from Newly Opened Michigan Locations

Initial takeaways from the initial Kohl's and Babies"R"Us collaboration.

Elizabeth Lafontaine
Sep 6, 2024

Apparel Retail: Innovation and Newness Drawing Traffic

Apparel retailers saw stronger visit trends in August 2024.

Thomas Paulson
Sep 6, 2024

Home Improvement: Florida Reveals Where We're at in the Cycle

Can Florida visitation trends shed some light on the medium-term outlook for the home improvement retail category?

Thomas Paulson
Sep 6, 2024

Box Office: Summer 2024 was a Blockbuster to Low Expectations

We examine which exhibitors saw visit share outperformance for summer 2024.

Thomas Paulson
Sep 6, 2024

Pop-Ups Drive Excitement and Foretell Brand Demand

What can foot traffic data tell us about DTC brand strategies to build awareness?

Caroline Wu
Sep 6, 2024

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Elizabeth Lafontaine

Elizabeth Lafontaine most recently served as Chief Retail Analyst at EnsembleIQ, a B2B media and insights company in the retail space, where she helped to develop new thought leadership focused offerings and served as a presenter and author. She’s spent her career focused on serving the retail industry and its consumers and is also an alumnus of Circana, Stein Mart and Macy’s.

R.J. Hottovy

Head of Analytical Research, Placer.ai

R.J. Hottovy, CFA has covered the restaurant, retail, and e-commerce sectors for 20 years as an equity analyst and strategist for Morningstar, William Blair & Co., and Deutsche Bank. R.J. also brings a wealth of experience with early-stage investments as a committee member for the IrishAngels / Vitalize venture capital group. Over the past three years, he advised over 50 food service companies on more than $200 million in early-stage capital raises and M&A transactions.

Thomas Paulson

Director of Research and Business Development, Placer.ai

Thomas Paulson spent 20 years as a Wall Street analyst and a member of asset management teams at AllianceBernstein and Cornerstone Capital, representing top-50 ownership positions including Target, Home Depot, Nike, Amazon, Google, and many more. He brings consumer related expertise and knowledge of enterprises in retail, CPG, financial services, telecom, and entertainment.

Caroline Wu

Director of Research, Placer.ai

Caroline brings expertise in retail, CRE, entertainment, media, CPG, and tourism, and specializes in synthesizing broad datasets into actionable recommendations for growth. She has worked as the US Director of Consumer Insights at Unibail-Rodamco-Westfield, VP of Retail Insights and Intelligence at Omnicom, and Senior Director at Kantar. Caroline holds an MA in Sociology from Stanford University and a BA in International Relations from Stanford University.

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